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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,118 | $91,198+39.4% | $178,503-28.8% | $79,856+59.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.18% | 24.20%-4.0pp | 151.12%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $11,140 | $3,257+242.1% | $5,011+122.3% | $2,471+350.8% |
| Participant deferral / active EE | $2,315 | $3,237-28.5% | $5,202-55.5% | $3,741-38.1% |
| Admin fee / account holder | $21 | $6,748-99.7% | $13,987-99.8% | $5,306-99.6% |